Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, has promoted Mike McGraw to the position of Senior Advisor. In this role, McGraw will be responsible for managing new and current client relationships as well as providing leadership to the Strategic advisory team.

McGraw is a seasoned industry professional known for his meticulous work in developing and implementing highly personalized financial playbooks for his clients. He also takes great pride in quarterbacking the client relationship, often coordinating with attorneys, accountants and other third parties to develop a comprehensive financial game plan.

“The most rewarding part of my job is hearing success stories from clients and sharing in the celebrations when they achieve their goals,” McGraw said. “The Strategic team provides support during the difficult times as well. We’re always here to serve our clients.”

McGraw added that he is grateful to the leadership team at Strategic, especially Alan Leist II, Alan Leist III, and Judy Sweet for their mentorship over the years. He recently celebrated his 10-year anniversary with the firm.

“Mike McGraw is a talented advisor who always prioritizes the needs of his clients,” said Alan Leist, III, CEO Strategic Financial Services. “He embodies our values and mission to serve, grow and help our clients live their best life.”

 

In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,000 clients and managing $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

 

With offices in Utica, NY, Syracuse, NY and West Palm Beach, FL, Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.

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